Auto-Licensing Client Tenant Users

Portal Owners can auto-license their client’s users with CiraSync Enterprise Edition licenses by creating a Contact Collection. This guide shows how to auto-license client users.


  1. Click Overview to return to the Tenant Overview Dashboard. (See figure below.)
  2. Click Collections in the left-hand navigation panel.
  3. Click the + in the top-right corner of the dashboard. You will be taken to the Collection Dashboard. (See figure below.)
  4. Name the collection. In this example, the collection is called Users.
  5. Hover the mouse over the desired users and click the green + to add them to the collection.
     NOTE: Multiple users can be added with a single click by using a Dynamic Distribution Group or a Distribution List/Contact Group. Dynamic Distribution Groups and Distribution Lists will show up as a result in the SEARCH tab.
  6.  Click SAVE. 
  7. Click Overview in the left-navigation panel to return to the Tenant Overview Dashboard. 
  8. Click EDIT in the Auto-License Pane. The Auto-License Users Window will appear. (See figure below.)
  9. Click the COLLECTIONS tab.
  10. Select the Users Collection created for this procedure.
  11. Click SAVE, and you will return to the Tenant Overview Dashboard.
  12. Click RUN in the Auto-License Pane Pane.